SourcingSourcing

GREYKASELL WEALTH STRATEGIES, INC.

C38
CRD 329018·SEC 801-129301·DANVILLE, CA
AUM
$443.2M
$100M-$500M
Est. Revenue
$4.4M
@ 1% on AUM
Est. EBITDA
$1.3M
@ 30% margin
Est. Deal Value
$10.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GREYKASELL WEALTH STRATEGIES, INC.
CRD
329018
SEC file #
801-129301
EIN
934086670
DBA names
—

Economics

AUM
$443.2M
AUM band
$100M-$500M
AUM trajectory
'25'26
$334.6M → $443.2M▲ +32%
Client mix
Individuals High Net Worth83
Individuals Other38
Pension Profit Sharing Plans3

Operations

Employees (total)
5
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
2 advisors → 3 advisors▲ +50%
Primary office
DANVILLE CA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/10/2026
ADV-W filed at
—
Website
greykasell.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
EISENHAUER, DAVID, JEFFREY
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
EISENHAUER, DAVID, JEFFREY
ROEPER, JESSICA, J
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
GREYKASELL.COM
Rdap Domain Creation Date
2023-10-18T22:03:21Z
Rdap Firm Age Years
3
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
13,049
Form 5500 Compensation Trajectory 3y
202513,049
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
13,049
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0002041220
Edgar Registered
Yes
Edgar Filing Count
6
Edgar First Filing Date
2025-02-10
Edgar Last Filing Date
2026-05-07
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-05-07
Accession0002041220-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
Fidelity4
E*trade4
Edgar Addresses
Mailing
145 E. PROSPECTSUITE 202DANVILLE, CA 94526
Business
145 E. PROSPECTSUITE 202DANVILLE, CA 94526
Edgar EIN
934086670
Edgar Recent Filings
13F-HR2026-05-07 · 0002041220-26-000002
13F-HR2026-02-11 · 0002041220-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-10-18T22:03:21Z
Rdap Domain Last Changed
2023-10-18T22:03:22Z
Rdap Nameservers
Ns69.domaincontrol.comNs70.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
5728773
Trust Company Affiliate
No

People (2)

2
EISENHAUER, DAVID, JEFFREY
IAR · Direct Owner · 87.5%
5728773
ROEPER, JESSICA, J
Executive Officer · 2.5%
5900014